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This edition reviews key market movements, major financial stories, and practical insights for investors.
1. Market Recap – July 2025
Equities: Global and Indian indices saw mixed performance; Nifty 50 fell on FII outflows, US tariffs, and weak earnings, while Nasdaq 100 rose on strong tech results despite volatility.
Commodities: Crude oil gained on OPEC+ cuts and geopolitical tensions; gold and silver benefited from safe-haven flows.
Bonds: Yields rose in both US and India due to inflation surprises and hawkish central bank signals.
Currencies: INR weakened against USD amid outflows and tariff concerns; DXY had its best July since 2019.
2. Featured Blog – Jane Street Scandal
A deep dive into SEBI’s accusation of index manipulation by quantitative giant Jane Street, including intraday price moves and “marking the close” tactics that allegedly yielded ₹735 crore in one day. SEBI froze ₹4,843.5 crore before partially lifting trading bans under strict conditions.
3. Financial Insights You Can’t Miss
No-Cost EMI: Explained as not always truly “cost-free” due to hidden fees, inflated MRPs, and blocked credit limits.
Grey Market Premiums (GMP): Highlighted as sentiment indicators for IPOs but unreliable for investment decisions, especially in SME listings.
USD Dominance: Reviewed its historical rise, “Dollar Smile Theory,” global reserve trends, and emerging threats from local currency settlements and CBDCs.
Privacy as a Service (PaaS): Rising market for tools like VPNs, burner emails, and identity scrubbing amid data breaches and cyber scams.
4. Calendar of Key Events – Aug 2025
Includes RBI policy meeting, US CPI release, India’s Independence Day, Jackson Hole Symposium, and India’s Q1 FY26 GDP data.
5. Interactive Section
Finance riddle challenge for readers.
